PL

Perpetual Ltd Portfolio holdings

AUM $8.06B
1-Year Est. Return 27.72%
This Quarter Est. Return
1 Year Est. Return
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$33.1M
3
+$31.3M
4
META icon
Meta Platforms (Facebook)
META
+$23.4M
5
AMZN icon
Amazon
AMZN
+$22.8M

Top Sells

1
+$15.9M
2
+$14M
3
+$13.4M
4
EQIX icon
Equinix
EQIX
+$10.7M
5
EQR icon
Equity Residential
EQR
+$10M

Sector Composition

1 Technology 20.44%
2 Healthcare 14.84%
3 Financials 14.18%
4 Consumer Discretionary 12.77%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$467K 0.04%
+1,934
152
$466K 0.04%
+3,300
153
$445K 0.04%
+3,080
154
$444K 0.04%
+7,210
155
$444K 0.04%
+3,703
156
$443K 0.04%
+3,500
157
$417K 0.04%
+1,900
158
$396K 0.04%
35,101
159
$329K 0.03%
+7,773
160
$324K 0.03%
+12,800
161
$312K 0.03%
+1,783
162
$309K 0.03%
+5,000
163
$297K 0.03%
+545
164
$296K 0.03%
19,221
165
$287K 0.03%
+3,598
166
$280K 0.03%
+1,409
167
$266K 0.02%
+5,500
168
$265K 0.02%
576
169
$263K 0.02%
1,128
-6,806
170
$260K 0.02%
+4,427
171
$255K 0.02%
+5,600
172
$249K 0.02%
+6,668
173
$245K 0.02%
+9,500
174
$244K 0.02%
+2,300
175
$242K 0.02%
+3,900
5 6
7
8 9